Pascal Murphy is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Murphy serves on the board of Bear Brook Village in Wood Ridge, NJ, in addition to managing his own financial advisory practice through GREP Holdings LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of investment, brokerage, and insurance solutions.

Elia Durso is a CFP® professional with 41 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2023. Previously, Durso worked at FSC Securities Corporation for 14 years. In addition to advisory work, Durso operates a seasonal personal income tax preparation business serving approximately 140 clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm employs a variety of advisory platforms and asset-allocation tools, offering integrated brokerage and investment advisory services with access to third-party money managers and wrap programs.

Maxwell Buckley is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Prior to that, he was self-employed for six years. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Paul Hashim is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2014 to 2017. In addition to his advisory role, he is involved in individual life and health insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved tools and delivers recommendations covering investment categories and strategies.

Connor Tienken is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including JPMorgan Chase Bank, J.P. Morgan Securities, and the Paul Tudor Jones II Family Office. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized activities such as relationships with investment companies and private funds.

Caren Malitsky is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and offers a range of investment programs and educational seminars.

Derek J Thompson is a financial advisor at UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 registrations with 26 years of industry experience. He has worked at UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated lending programs.

Matthew Fallon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Mahopac, NY. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Peter Hart is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual and its affiliated firms since 1988. In addition to his advisory role, he is involved in individual life and health insurance sales and provides plan design and administration services to employer-sponsored retirement plans through Retirement and Benefit Systems, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to deliver written recommendations tailored to client goals.

Marilyn Timbers is a CFP®-designated financial advisor with 32 years of industry experience. She is currently with Cetera and has previously worked at Voya Financial Advisors and operated her own firm, Timbers Financial Strategies, since 2013. Timbers volunteers with the Junior League of Greenwich, the YWCA Greenwich teaching financial literacy, and the Savvy Ladies financial literacy helpline. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Brian Keefe is a Team Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial plans that align with their individual priorities and long-term goals. His approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Brian holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Fairfield University. His expertise covers areas such as planning for education funding, retirement lifestyle, potential healthcare costs, and overall wealth management.

Daniel Goldsmith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies that address their individual goals and reflect a comprehensive understanding of their financial situations. His approach emphasizes flexibility to adapt to changing market conditions and leverages investment insights from Merrill alongside banking and lending solutions from Bank of America. Goldsmith has expertise in a variety of financial planning areas, including college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, and retirement income. He holds several professional designations, such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s Degree from Iona College. In addition to his professional work, Goldsmith participates in community service through organizations like the American Littoral Society. Outside of his career, he enjoys boating, cooking, fishing, football, golfing, reading, skiing, traveling, watching movies, and spending time with his family.

Eric Feingold is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup for 22 years and Prime Franchise Consulting for six years prior to joining Schwab. Outside of advising, he owns a part-time residential and commercial construction business, The Patch Boys, which he is currently trying to sell. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary portfolio management, with a focus on multi-asset model portfolios and centralized operational support.

Andrew Livesay is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Livesay is a co-owner and silent partner in Maria Livesay Salon and serves as a board member for the Stamford Downtown Special Services District. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets.

Lauren Greico is a financial advisor with RBC Capital Markets, holding Series 63, Series 65, and Series 66 designations and 22 years of industry experience. She has previously worked at Fidelity Investments, MassMutual Life Insurance Company, and MML Investors Services. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Kris Martini is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience, including roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. Prior to his advisory career, he worked at Copia Home and Garden and studied at Sacred Heart University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Kevin O'Hara is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets, New York University Stern School of Business, and JP Morgan Securities LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Carey is a Private Wealth Advisor for the Erdmann Group within Merrill Private Wealth Management. She works closely with families to develop personalized wealth strategies that align with their specific goals and objectives. Prior to joining the Erdmann Group, Elizabeth developed and delivered customized investment strategies for high-net-worth individuals, endowments, and foundations at Bank of America and Morgan Stanley's Chief Investment Offices. She has experience advising senior executives, entrepreneurs, and families on a variety of financial decisions, applying quantitative and analytical skills to help clients advance their long- and short-term investment goals. Elizabeth earned a bachelor's degree in Business and Finance from Elon University. She is a Chartered Financial Analyst® (CFA®) charterholder, a Personal Investment Advisor (PIA), and a member of the New York Society of Security Analysts. She lives in San Francisco, CA and Rowayton, CT, and serves on the board of Open Doors in Norwalk, CT. Outside of work, she is involved with Elon University and enjoys cycling, skiing, and traveling.

Jody Holden is a Financial Consultant at Fidelity Investments, where she partners with clients to identify and develop their financial objectives. She collaborates with clients to create and implement plans aimed at strengthening their financial goals, considering the complexities of planning, investments, and markets to develop strategies that balance simplicity, organization, and long-term adaptability. Her professional experience spans multiple roles in institutional equity sales and equity research. Prior to joining Fidelity Investments in 2023, she served as Director of Institutional Equity Sales at JMP Securities from 2013 to 2020, and as Head of New York and Connecticut Research Sales at Bloomberg Tradebook from 2010 to 2013. She also held positions as Managing Director of Institutional Equity Sales at Banc of America Securities, Director of Institutional Equity Sales at Citigroup, and Associate Analyst roles in equity research at Salomon Smith Barney, Natwest Securities, and Prudential Securities. Details regarding Jody Holden's education, credentials, personal interests, and community involvement were not provided.

Timothy Ressler is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Charles Schwab, where he has worked since 2023, following roles at Cetera Advisors, CCR Wealth Management, Fidelity, and AXA Advisors. He also has experience working with TNT Clambakes outside the financial sector. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, and custody services with a mix of non-discretionary and discretionary investment options.